Clear and forward-looking strategic goals are key to advisor satisfaction at brokerage firms
The average advisor managed to grow their business while facing market headwinds
How investment advisors rated their firms' performance
Many advisors are dissatisfied with the way third-party software is integrated into the systems they're provided with
The percentage of advisors with succession plans in the Report Card has grown significantly over the past five years, but many have yet to join the crowd
Brokerage firms are hiring more planning experts and investing in software to keep up with demand
Communication and education can help calm clients’ anxieties amid challenging economic conditions
The fundamental priorities of advisors haven't changed as much as the brokerage landscape in the past few decades
Methodology for the Brokerage Report Card 2023
The Report Card’s top-rated and improving firms are focused on adaptability and advisors’ priorities